KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.32B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$53.7M
3
+$52.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$48.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$44.9M

Top Sells

1
+$48.2M
2
+$47.8M
3
+$47.6M
4
BKNG icon
Booking.com
BKNG
+$38.2M
5
COF icon
Capital One
COF
+$35.6M

Sector Composition

1 Technology 12.82%
2 Financials 4.93%
3 Consumer Discretionary 4.18%
4 Healthcare 3.86%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPK icon
276
Graphic Packaging
GPK
$3.15B
$5.63M 0.08%
566,526
+74,067
JPEF icon
277
JPMorgan Equity Focus ETF
JPEF
$1.96B
$5.53M 0.08%
76,985
+42,786
KLIC icon
278
Kulicke & Soffa
KLIC
$5.69B
$5.5M 0.08%
83,714
+12,493
WEC icon
279
WEC Energy
WEC
$35.9B
$5.49M 0.08%
47,405
-97
SOXX icon
280
iShares Semiconductor ETF
SOXX
$41B
$5.48M 0.07%
16,686
-18,510
ALL icon
281
Allstate
ALL
$54.2B
$5.42M 0.07%
26,154
+21,734
QQQI icon
282
NEOS Nasdaq 100 High Income ETF
QQQI
$12.4B
$5.38M 0.07%
108,365
+16,582
AMLP icon
283
Alerian MLP ETF
AMLP
$12.5B
$5.33M 0.07%
101,219
-305
SNA icon
284
Snap-on
SNA
$19.6B
$5.32M 0.07%
14,645
+12,287
JHG icon
285
Janus Henderson
JHG
$7.98B
$5.31M 0.07%
103,329
+92,365
MMM icon
286
3M
MMM
$79.9B
$5.3M 0.07%
36,492
+906
KLAC icon
287
KLA
KLAC
$280B
$5.21M 0.07%
3,536
-427
PAVE icon
288
Global X US Infrastructure Development ETF
PAVE
$13.9B
$5.2M 0.07%
102,288
+24,098
ILCV icon
289
iShares Morningstar Value ETF
ILCV
$1.27B
$5.15M 0.07%
55,292
+48,700
ONEY icon
290
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$802M
$5.15M 0.07%
42,876
+1,274
VEU icon
291
Vanguard FTSE All-World ex-US ETF
VEU
$66.7B
$5.13M 0.07%
68,309
+218
MCK icon
292
McKesson
MCK
$90.7B
$5.12M 0.07%
5,914
+109
SPGI icon
293
S&P Global
SPGI
$125B
$5.08M 0.07%
11,955
+373
YOU icon
294
Clear Secure
YOU
$5.57B
$5.02M 0.07%
+103,598
GS icon
295
Goldman Sachs
GS
$322B
$4.99M 0.07%
5,903
+773
CGUS icon
296
Capital Group Core Equity ETF
CGUS
$10.9B
$4.98M 0.07%
129,715
+20,179
JPST icon
297
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
$4.95M 0.07%
97,735
+4,770
INSW icon
298
International Seaways
INSW
$3.88B
$4.9M 0.07%
67,236
+2,708
HAL icon
299
Halliburton
HAL
$34.5B
$4.9M 0.07%
125,561
+115,198
SPMO icon
300
Invesco S&P 500 Momentum ETF
SPMO
$20.3B
$4.88M 0.07%
43,536
-10,653
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12
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